AI-Agents for Sales Operations Specialists in Sales Support
Match property listings, book viewings, draft proposals. Every one is ready to run, and you can adjust it in plain language.
Match proposal pricing to approved services and flag exceptions.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsCreate custom kit links and flag destination mismatches.
Give your sales team a copyable list of custom short links for each ready sales kit, with destination conflicts called out for review.
7 toolsCheck the bid mailbox and record what was sent to each buyer.
Your RFP proposal goes to the buyer when the package meets their instructions. You get a sent-mail receipt or a clear issue to resolve.
6 toolsSave a combined proposal PDF and put its link on the deal.
Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.
5 toolsComplete proposal send handoffs and keep a copy in sent mail.
Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.
4 toolsDraft proposals with current approved costs for seller review.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
